Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Goodwin is a financial advisor registered with SPC. Daniel has been in the industry since 2005. Daniel is registered in 14 states for investment advisor activities and 10 states for broker-dealer activities. Daniel has earned the CFP® designation and has been with SPC since 2012. Daniel provides a variety of advisory services including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Daniel is also registered as a trust for a family cemetery.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consultation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
MI
10/17/2022 - Present
SPC (ANN ARBOR MI)
NE
05/06/2008 - 03/16/2012
PRINCOR FINANCIAL SERVICES CORPORATION (YORK NE)
NE
07/01/2005 - 05/07/2008
SAMMONS SECURITIES COMPANY, LLC (OMAHA NE)
MN
01/10/2005 - 07/20/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/10/2005 - 07/20/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/05/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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